Review Detail
Overall rating
3.5
Company
4.0
Software Support
4.0
Investment Tracking
1.0
Insurance Tracking
1.0
Workflow Management
5.0
Productivity
4.0
Client Portal
1.0
Integration
5.0
Security
5.0
Pricing
5.0
Flexible for Client tracking and manangement but not great for the true Financial Professional
I have a dual practice where I am a CPA and Financial Professional. I use ACT! for the accounting side of the practice and have customized the screens for our firms use.
User Review
The Good
The program has been around for quite a few years and the latest version has integrated social media and Swiftpage (e-mail marketing) into the program.
The Bad
The real intent of the program is for sales staff people (not true financial professionals) to track their prospects.
The Bottom Line
Great for a low cost CRM solution and can be customized with little effort.
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